Chapter 289: A Cloud-Piercing Arrow, Thousands of Troops Come to Meet!
"Good!" Li Meng responded and quickly gave an order.
Immediately afterwards, tens of millions and hundreds of millions of funds flocked to the hot stock market of the two main concepts of 'mobile Internet' and 'smart phone industry chain' from the hands of traders with instructions, as well as the core strong stock market in the field of automobile and white electricity consumption.
Then, the next moment......
With the influx of these huge funds, as well as the lightning master buys.
The rapid decline of related stocks was instantly stagnant, and then rebounded rapidly.
At 9:48, thanks to the sudden bottoming out of these stocks, the Shanghai Index, the Shenzhen Index, the ChiNext Index, and the Small and Medium-sized Board Index all showed signs of bottoming out.
Subsequently, at 9:49, Fenda Technology rose in a straight line and returned to an increase of more than 7%.
At this time, the eyes of countless investors are gathering, and the two main areas of 'mobile Internet' and 'smart phone industry chain', which are relatively strong, have once again ushered in a flock of main funds to buy the bottom and follow the trend.
At 9:50, under the help of countless funds to buy the bottom and follow the trend, related popular stocks accelerated their rise.
At 9:51, Fenda Technology accelerated again, punched the board in a straight line, and then sealed the price limit, and the stock price returned to 55.75 yuan.
At 9:52, driven by the strong price limit of Fenda Technology, the two main lines of "mobile Internet" and "smart phone industry chain" related to it, such as Huaqingbao, Changqu Technology, Internet Speed Technology, LeTV, Xinwei Communication, Anjie Technology, etc., all moved up and were chased by all kinds of funds.
At 9:53, driven by the collective drive of the two core and main lines of "mobile Internet" and "smart phone industry chain", the decline of the small and medium-sized board index and the gem index was quickly recovered, returning to within 1% of the decline, and it is further accelerating the rebound.
At 9:54, the sentiment derived from the 'mobile Internet' and 'smart phone industry chain' picked up and began to spread to all industries and concept sectors in the entire market.
And this moment......
Magic capital, Zexi investment inside, trading room.
Xu Shen stared at the index that had bottomed out for the second time, and the market that began to pick up again after the large-scale appearance of the profit-taking order, and quickly issued an order to Zhou Kan to increase his position and buy at the bottom.
At the same time, Yanjing, Shenshi, Yuhang, Modu, Jinling ......
Smart main institutions around the country, or powerful tour capital, large investor groups, also see the opportunity, in the best efforts to increase their positions, buy the bottom.
And with the purchase of this batch of smart money, the buying of the market began to suppress the selling order in an all-round way.
Both the index and the individual stocks in the two cities are rising across the board and recovering lost ground.
Finally, when the time jumped into 10 o'clock, the GEM index was the first to turn red, and among the two main line related hot stocks of "mobile Internet" and "smartphone industry chain", Changqu Technology also followed the trend at the moment when the GEM index turned red, becoming the second daily limit stock in these two main line areas.
At 10:02, after the GEM index turned red, the small and medium-sized board index turned red.
At the same time, the two core popular concept plates of 'wearable devices' and 'mobile games' both rose by more than 2%, Hua Qingbao followed the trend and touched the price limit, and the king of the 'mobile game duo' returned.
At 10:05, the 'automobile, white electricity consumption' sector in the direction of the main board rose by more than 1%, the Shanghai Composite Index fell to about 1.2%, and the Shenzhen Composite Index fell by less than 0.5%, forcing the ** market.
At 10:12, 'Internet finance' sprung up, Huake Jincai, Shanghai Ganglian, ChiNext Index, Small and Medium-sized Board Index rose by more than 0.75%, Shenzhen Index turned red, and the Shanghai Index fell back to around 1%.
At 10:16, in the "mobile Internet", "smart phone industry chain" two core main line related concept plates, and related hot stocks all recovered the previous intraday losses, and the hot sentiment has been fully transmitted to the "4G communication, electronic information, film and television media, industrial robots" and other conceptual areas in the two cities, the gem index, the small and medium-sized board index rose more than 1%, reaching the intraday high before the big dive.
At 10:21, the 'home appliance duo' in the field of white electricity, namely Gree Electric Appliances and Midea Group, rose more than 3%, leading the rebound of the entire large consumption, and the Shanghai Composite Index fell to less than 1%.
Of course, throughout the index rally......
Securities, venture capital, as well as banks, and the weight of two barrels of oil, are still relatively weak, falling endlessly, and the market funds show an obvious outflow.
"Tempting the air, it's tempting the empty washing!"
After seeing the big dive of the index, it quickly retracted, and the amount of time can be significantly expanded compared with before, and the undertaking force is very strong, on the online stock trading forum, countless retail investor groups, the mood instantly became excited again: "Counterattack, counterattack!" Today is definitely the day of the market counteroffensive. ”
"Haha, I finally took it back, just now...... It's scared to death! ”
"Fortunately, I endured it and didn't panic selling, otherwise...... He was cut again. ”
"I'll just say, Fortune Road is a heavy buy, and it is definitely the bottom of the market, as expected...... The market is here, and it is impossible to fall any further. ”
"It's all driven by the two main lines of 'mobile Internet' and 'smart phone industry chain'!"
"Yes, Fenda Technology is too strong!"
"Fenda Technology has become the core leader of the two main lines of 'mobile Internet' and 'smart phone industry chain', right? Ay...... It's a pity that I didn't dare to buy it when the market dived, and now I can't buy it if I want to. ”
"There is no doubt that it must be the core leader, this wave, the high position of 76.86 yuan, will definitely be broken."
"Damn, you still have to have faith in holding shares, I originally bought Fenda Technology, but I just saw the market plunge so rapidly, and I sold it again!"
"This wave of washing, the main force is really disgusting."
"I've been washed out too, but ...... It's too late to chase it now, right? ”
"Chase! Must chase positions! I feel that there must be a long white candle in the market today, and it has bottomed out twice, so there should be no third time, right? ”
"If there is a third time, it will not be called bottoming, it will be called a plunge."
"If you really want to fall, you won't pull it up, and it's so fierce, here...... Definitely the bottom. ”
"The two main lines of 'mobile Internet' and 'smart phone industry chain' have obviously come out completely, and the other major sectors of the entire market are also rebounding strongly.
"It's always right to follow the trend of wealth, and you must do it with a full warehouse today."
"If you don't chase higher today, you will chase higher tomorrow, and after the index dips out twice, it shouldn't go back."
In the excitement and heated discussions of many retail investors, as the index goes higher and higher, as the two popular core main lines of 'mobile Internet' and 'smartphone industry chain' in the early stage have been attacked by the main funds one after another, the relevant popular stocks have risen one after another, and the market investment sentiment has also recovered rapidly from the previous downturn.
At the same time, Su Yu was in the main Yuhang tour group......
The major investors are also discussing fiercely at the moment and attacking everywhere.
"What's great, the response is slow, not only Fenda Technology hasn't kept up, but Tianyu Information hasn't kept up either!"
"Today's 'mobile Internet', 'smart phone industry chain' the two main lines of the full outbreak ah, more than 100 related concept stocks in the two fields, 85% of the stocks, are in the red plate stage, the money-making effect is simply bursting, now look at the ...... The wave of killings just now is simply an excellent buying point. ”
"Indeed, there is a full-scale outbreak, and the active funds of the entire market feel like they are converging in these two areas."
"Netspeed Technology feels like it's going to be sealed!"
"The circulation of this stock is not small, I don't know if it can be sealed?"
"Probably can! Although the circulation is not small, it is indeed one of the core popular leading stocks in the market, in the case of Fenda Technology, Hua Qingbao, Changqu Technology, these popular leading stocks are up and down, if this check is on the board, there should not be many smashing plates, and the probability is that it can be sealed. ”
"Chasing 1,000 hands to try, I feel that the market has rebounded so fast, and there are not many things that can be bought at the moment in the two core main lines of 'mobile Internet' and 'smartphone industry chain'!"
"After the wave of killing and falling at the beginning of the market is stabilized, the trend of the rebound is quite clear, and all kinds of funds will definitely chase it!"
"At the moment, market expectations and feelings are rapidly changing from divergence to consensus."
"The two core main lines of 'mobile Internet' and 'smart phone industry chain' have also been increasingly recognized by major funds, and their expectations are also rapidly converging."
"The index has completed the bottoming, and the main line of the rebound is clear, this should be the best time to follow the trend!"
"Yes, if you buy it in the two main areas of 'mobile Internet' and 'smartphone industry chain', there is a high probability that you will be able to eat meat."
", in less than a minute, Netspeed Technology has really sealed the price limit."
"Haha...... Fortunately, my 1000 hand list was hung out. ”
"The small and medium-sized board index, the gem index has reached a new high, and the Shenzhen index is about to break through the 1% rise. Amazing...... You really shouldn't hesitate when you took a big dive just now! ”
"I can only buy the second-tier leaders in the two main lines of 'mobile Internet' and 'smartphone industry chain'."
"For example......"
"For example, Tianyu Information, LeTV, Huayi Brothers, Oriental Wealth, Jinzheng Shares, Sunline Technology, Great Wisdom and the like, it is recommended to be the second-tier leading stocks in the 'Internet finance' sector, and I feel that this sector is quite strong today, only slightly weaker than 'mobile games' and 'wearable devices'."
", the words just fell, Tianyu Information has risen to the limit!"
"These funds are too reluctant, I used to rush to sell, and now I rush to buy."
"Today's disk, it feels very light, 'mobile Internet', 'smart phone industry chain' in the two main lines of many popular stocks, no matter how many circulation, it seems that the sealing board is not too laborious."
"A large number of profit-taking orders that bought the bottom yesterday have been basically cleared in the wave of rapid diving just now, and the disk at this moment is ...... Can it not be light? ”
"Don't hesitate, I feel like if I don't buy it at this time, I will chase higher in the future."
"It's LeTV, among the first-line hot stocks, there is no limit for the weight of this gem."
"I'm attacking Huayi Brothers, who will pull a hand of Oriental Wealth, film and television media sector, I feel like there is still a big opportunity today!"
"Isn't anyone paying attention to cybersecurity? I feel that 'Ren Zixing' can also come along. ”
"What about Huaguo Software? What about the core concept stocks of Inspur Software and NavInfo, which are the Shenzhen market and small and medium-sized boards? I feel like I can do it too! ”
"Is anyone concerned in the field of white electricity and automobiles? It's a bit abnormal today! ”
In the continuous refresh of the group messages......
In addition to the strong "mobile games", "wearable devices", "Apple concept", "Internet finance" and other concept plates, for a time ...... "network security", "smart city", "mobile payment", "software development", "film and television media", "4G communication", ' Electronic information' and other concept plates, but also one after another to pull up, related core concept stocks, but also by the main force of the main force of the tour capital madly chased, the limit of individual stocks, one after another.
And in addition to the market around the two core main lines of 'mobile Internet' and 'smartphone industry chain'.
In the direction of the main board, the direction of automobiles, auto parts supply chain, white goods, real estate, infrastructure and other fields has also launched a very obvious rebound in volume and price, and related industry sectors and concept sectors have shown a net inflow of funds.
Finally, driven by the two core main lines of 'mobile Internet' and 'smart phone industry chain', and with the strong rebound of 'automobiles, white goods, real estate, and infrastructure'.
When the time crosses 11 o'clock......
The three major indexes of the Shanghai Composite Index, the Shenzhen Index, and the ChiNext Index all recovered intraday losses, hitting a new intraday high, of which ...... The Shanghai Composite Index really rose in the red, the Shenzhen Composite Index rose more than 1.2%, and the ChiNext Index rose more than 2%.
Then, at 11:05, in the two main areas of 'mobile Internet' and 'smart phone industry chain', more than 10 related concept stocks closed the daily limit, more than 15 touched the daily limit, and the three core concept plates of 'mobile games', 'wearable devices' and 'Internet finance' all rose by more than 3.5%.
At 11:16, the three major indexes continued to rise like a rainbow, with the Shanghai Composite Index rising by more than 0.5% and the ChiNext Index rising by nearly 2.5%, once again standing at 1230 points.
At 11:25, near the closing time of noon, the entire mobile game concept plate set off a tide of daily limit, in addition to Hua Qingbao and Changqu Technology, the two original stocks of the daily limit, other Meisheng Culture, Yaoji Technology, Century Huatong, Sanqi Mutual Entertainment and other tickets, also touched the daily limit, and the entire concept plate, the daily limit stocks, more than 7.
At 11:28, the weight of LETV's gem hit the price of the price limit, and it was ...... at the same time The ChiNext index reached 1236.36 points, up more than 2.81%, with a half-day amplitude of more than 5%.
Finally, at 11:30 a.m., it was time for the midday closing.
Shanghai was designated at 2316.31 points, up 0.73%, standing firm and holding the important mark of 2300 points; The GEM was designated at 1237.69 points, up 2.91%, not only holding the 1200 point mark, but also achieving an intraday reversal again, playing out of popularity, but also playing the market's long-lost hot mood.
In addition to indices, sectors and individual stocks.
The concept plates related to the two core main lines of 'mobile Internet' and 'smartphone industry chain' continued to lead the two cities, of which the 'mobile game' concept plate rose by more than 5%, the 'wearable devices' and 'Internet finance' concept sector rose by more than 4%, and the 'film and television media' concept plate rose by more than 3.5%.
In the direction of the main board, the two major concept plates of automobiles and white goods rose by more than 1.75% and became the core sector supporting the Shanghai Index, and other major weighted concept plates, such as real estate and infrastructure, also outperformed the Shanghai Index and became an important force to support the market.
In terms of popular stocks......
In the two core main lines of 'mobile Internet' and 'smartphone industry chain', many popular stocks in the early stage, especially those superimposed with the concept of 'Fortune Road', performed the strongest today, with more than 10 stocks hitting the daily limit.
After the midday close, we faced such a hot market trend.
The vast number of investors in the entire market are extremely excited and excited, and even many people have begun to chant 'the bull market is back'. ”
Of course, in the wave of rapid diving in the morning, some investors were washed out, or took profits early.
At this moment, he was pounding his chest and extremely depressed.
But whether it is an investor who has been washed out of the market, or an investor who is still in the market, or an investor who has not yet entered the market and is preparing to enter the market, everyone's expectations for the market outlook are ...... have become quite optimistic, and the bullish sentiment of the entire market has completely suppressed the bearish sentiment.
"It's really a big yang line, and I changed my faith!"
At noon, at 12:40 in the internal trading room of Yuhang Investment, Li Meng roughly browsed various topics on the Internet, and couldn't help but sigh: "I feel that the retail investors in the market really only have a three-second memory, and the plunge has passed, but everyone has basically forgotten it." ”
"It's not just for retail investors." Su Yu responded with a smile, "In the financial trading market, there is no bearish belief, it is a long white candle that cannot be changed, if it can't be changed, then there are two long white candles and three long white candlesticks...... As long as the market continues to make money, everyone's memory of losing money about the plunge will be forgotten quickly. ”
"Yes!" Li Meng bowed slightly, "Chasing up and killing down, human nature." ”
Su Yu smiled and continued: "If they don't chase the rise and fall, don't panic, and don't be greedy, where will we make excess profits?" So...... Essentially, we have to thank them. ”
Li Meng was very surprised by Su Yu's crooked reasoning, and replied in a daze: "So...... That's right! ”
The financial trading market, in the vast majority of the time, is just a stock game market, how much profit they make, means how many investors lose so much money, after all, in their profit proportion, the real profit from corporate dividends, is almost negligible.
"Oh, by the way......" Su Yu paused and asked, "How many chips did you buy in the morning?" ”
Li Meng looked at the transaction data summarized in the background and replied: "A total of 1.86 billion funds were bought in the morning, including 'mobile Internet' and 'smartphone industry chain', the two core main line related to the popular stocks, that is, the two main line stocks we originally held, added 830 million new chips, and the remaining 1.03 billion funds were all bought into white electricity and vehicle stocks with relatively good liquidity on the disk." ”
"Position ...... in white goods and vehicle stocks"
"Mainly gathered in Gree Electric Appliances, Midea Group, Great Wall Motors, and Changan Automobile."
"At present, our company's two main funds hold a total of 6.886 billion funds, which has exceeded the overall 50% position line, which can be regarded as the completion of the established position building target."
"The two funds hold a total of 39 stocks, more than 80%, all of which are the core hot stocks of the two main lines of 'mobile Internet' and 'smart phone industry chain'."
"Good!" Su Yu listened to Li Meng's report and said, "Now that the established position building goal has been completed, then the follow-up will keep the dynamic position level unchanged for the relevant target stocks, slowly increase the position, and pull it out at the same time!" ”
He does not have high expectations for this wave of rebound at the end of the year after the bearish landing.
After all, the macro capital side of the market at the end of the year is relatively tight, and it is not realistic to continue to fight high and break through the previous high, so ...... On the two core main lines of 'mobile Internet' and 'smartphone industry chain', he didn't dare to take his position to the extreme.
In his opinion......
The capital volume of the company's two main funds is quite huge compared with the current turnover of about 100 billion yuan in the market.
In addition, the intraday liquidity of the two core main lines of 'mobile Internet' and 'smartphone industry chain' is also very limited.
If he fills his position too much and pulls every check to the limit of the chip range, then in case of a market emergency, he will not have time to exit the market in a day or two.
Therefore, in the case that the market bull market has not really unfolded, and the market volume can not be greatly increased at this stage.
He thinks it's good to maintain a dynamic position line of 50 or 60 percent.
In fact, the current intraday liquidity of the two core main lines of 'mobile Internet' and 'smartphone industry chain' alone, to the maximum, can only carry so much money that he has entered, and then increase his position...... Either we will continue to expand our holdings or we will hit the red line and be subject to stricter regulation and restrictions on adding or decreasing holdings.
"No problem." Li Meng said, "In the two main lines of 'mobile Internet' and 'smart phone industry chain', our current number of positions can be regarded as a super main institution in this field. ”
"Of course ......"
"The premise is that the market has to come out of the moth, and the market macro side also supports it."
"Otherwise, even if we have a huge amount of chips in our hands and become the super main force in this field, it will be difficult to continue to buck the trend and maintain the money-making effect and popularity."
In the so-called market trading, in any case, you should follow the trend.
If the overall trend of the market is downward and the overall liquidity is tightening, then no matter what they do, they will still be coerced by the general trend in the end, and it will be difficult to complete the expected trading goals.
"In the short term, you shouldn't worry too much." Su Yu said, "The plan of market IPO restart has not really landed, and the regulator has a task, and they should not release new negative effects to the market before the first batch of companies are not successfully listed." ”
"As for the rest of ......"
"If the central bank does not relax monetary policy at the end of the year, there may be some problems in the market on the capital side."
"But by that time, the profit margin of the holding chips in our hands should not be small, and there is room for maneuver and maneuver, so we don't have to worry too much."
"Good!" Li Meng responded.
knew that Su Yu had his own calculations about the risk in his heart, so he didn't say much.
Then, she put her eyes back on the plate again, only to see that at this time, the time had reached 1 o'clock in the afternoon, and the stagnant plate of the two cities began to beat again.
Thanks to the big reversal in the morning market, but also due to the continuous fermentation of bullish sentiment at noon.
As soon as the market opened, strong follow-up funds continued to chase the hot spots in the market, pouring into the disk of major popular stocks, driving the stock price and related indices to continue to rise.
Then, in less than 3 minutes, the GEM index stood at 1240 points, up more than 3%.
7017k